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Activepassive Intl Eqty ETF (APIE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares1,092,289 from 1,060,478
Change+31,811 (+3%)
Value$42.0M (+$916.2K)
Filed 2026-11-06
B. Riley Wealth Advisors, Inc.
INCREASED
Shares287,611 from 252,940
Change+34,671 (+14%)
Value$11.1M (+$1.4M)
Filed 2026-10-13
Park Avenue Securities LLC
INCREASED
Shares214,899 from 164,507
Change+50,392 (+31%)
Value$8.3K (-$6.4M)
Filed 2026-10-26
Spire Wealth Management
INCREASED
Shares98,333 from 94,332
Change+4,001 (+4%)
Value$3.8M (+$126.6K)
Filed 2026-10-30
Farther Finance Advisors, LLC
DECREASED
Shares51,599 from 53,283
Change-1,684 (-3%)
Value$2.0M (-$80.2K)
Filed 2026-10-08
Wedbush Securities Inc
INCREASED
Shares47,466 from 45,684
Change+1,782 (+4%)
Value$1.8K (-$1.8M)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares23,313 from 20,287
Change+3,026 (+15%)
Value$897 (-$785.1K)
Filed 2026-11-02
Principal Financial Group Inc
INCREASED
Shares18,382 from 17,795
Change+587 (+3%)
Value$707.2K (+$17.4K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares18,265 from 18,315
Change-50 (0%)
Value$702.6K (-$7.2K)
Filed 2026-11-02
Sigma Planning Corp
DECREASED
Shares11,914 from 12,157
Change-243 (-2%)
Value$458.3K (-$12.9K)
Filed 2026-10-23
Diversify Wealth Management, LLC
INCREASED
Shares10,946 from 10,478
Change+468 (+4%)
Value$421.2K (+$19.4K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares10,946 from 10,478
Change+468 (+4%)
Value$421.2K (+$19.4K)
Filed 2026-10-20
Kestra Advisory Services, LLC
NEW
Shares10,047
Change+10,047
Value$386.5K
Filed 2026-11-02
FSA Wealth Partners, Inc.
INCREASED
Shares9,315 from 8,482
Change+833 (+10%)
Value$358.3K (+$29.6K)
Filed 2026-10-26
Assetmark, Inc
DECREASED
Shares8,853 from 10,080
Change-1,227 (-12%)
Value$340.6K (-$50.1K)
Filed 2026-10-21
Bank of New York Mellon Corp
NEW
Shares6,818
Change+6,818
Value$262.3K
Filed 2026-11-05
Flagstar Securities, Inc
NEW
Shares5,250
Change+5,250
Value$202.0K
Filed 2026-10-15
Allworth Financial LP
UNCHANGED
Shares3,577 from 3,577
Change0 (0%)
Value$138.6K ($0)
Filed 2026-11-06
PNC Financial Services Group, Inc.
INCREASED
Shares3,294 from 1,133
Change+2,161 (+191%)
Value$126.7K (+$82.8K)
Filed 2026-11-06
Pinnacle Bancorp, Inc.
INCREASED
Shares3,272 from 3,066
Change+206 (+7%)
Value$125.9K (+$7.0K)
Filed 2026-10-21
Pioneer Family Office, LLC
UNCHANGED
Shares1,896 from 1,896
Change0 (0%)
Value$72.9K (-$550)
Filed 2026-10-30
Signature Equity Partners, LLC
INCREASED
Shares1,698 from 28
Change+1,670 (+5964%)
Value$65.3K (+$64.2K)
Filed 2026-10-29
Signature Resources Capital Management, LLC
UNCHANGED
Shares464 from 464
Change0 (0%)
Value$17.9K (-$135)
Filed 2026-10-16
Trust Co of Vermont
NEW
Shares396
Change+396
Value$15.2K
Filed 2026-10-21
IFP Advisors, Inc
DECREASED
Shares288 from 301
Change-13 (-4%)
Value$11.1K (-$588)
Filed 2026-10-16
Ascentis Independent Advisors
NEW
Shares74
Change+74
Value$2.8K
Filed 2026-11-03
Retirement Wealth Solutions LLC
NEW
Shares65
Change+65
Value$2.5K
Filed 2026-10-07
Harbor Investment Advisory, LLC
CLOSED
Shares0 from 1,624
Change-1,624 (-100%)
Value$0 (-$62.9K)
Filed 2026-10-13
Wellington Grp LLC
CLOSED
Shares0 from 821
Change-821 (-100%)
Value$0 (-$28.9K)
Filed 2026-11-06
Golden State Wealth Management, LLC
CLOSED
Shares0 from 658
Change-658 (-100%)
Value$0 (-$25.5K)
Filed 2026-11-02
Envestnet Asset Management Inc
N/A
Shares— from 13,231,884
Change-13,231,884 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 12,154,559
Change-12,154,559 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 756,249
Change-756,249 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 474,951
Change-474,951 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 247,724
Change-247,724 (-100%)
Value—
&partners
N/A
Shares— from 231,306
Change-231,306 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 214,856
Change-214,856 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 132,128
Change-132,128 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 53,615
Change-53,615 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 46,396
Change-46,396 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 44,843
Change-44,843 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 38,047
Change-38,047 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 22,925
Change-22,925 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 18,439
Change-18,439 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 18,349
Change-18,349 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 18,148
Change-18,148 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 18,029
Change-18,029 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 16,060
Change-16,060 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 5,689
Change-5,689 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,239
Change-4,239 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,210
Change-2,210 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 310
Change-310 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 205
Change-205 (-100%)
Value—
Status
LPL Financial LLC
INCREASED1,092,2891,060,478+31,811+3%$41.1M$42.0M+$916.2K2026-11-06
B. Riley Wealth Advisors, Inc.
INCREASED287,611252,940+34,671+14%$9.7M$11.1M+$1.4M2026-10-13
Park Avenue Securities LLC
INCREASED214,899164,507+50,392+31%$6.4M$8.3K-$6.4M2026-10-26
Spire Wealth Management
INCREASED98,33394,332+4,001+4%$3.7M$3.8M+$126.6K2026-10-30
Farther Finance Advisors, LLC
DECREASED51,59953,283-1,684-3%$2.1M$2.0M-$80.2K2026-10-08
Wedbush Securities Inc
INCREASED47,46645,684+1,782+4%$1.8M$1.8K-$1.8M2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED23,31320,287+3,026+15%$786.0K$897-$785.1K2026-11-02
Principal Financial Group Inc
INCREASED18,38217,795+587+3%$689.7K$707.2K+$17.4K2026-11-02
Commonwealth Equity Services, LLC
DECREASED18,26518,315-500%$709.9K$702.6K-$7.2K2026-11-02
Sigma Planning Corp
DECREASED11,91412,157-243-2%$471.2K$458.3K-$12.9K2026-10-23
Diversify Wealth Management, LLC
INCREASED10,94610,478+468+4%$401.8K$421.2K+$19.4K2026-10-20
Diversify Advisory Services, LLC
INCREASED10,94610,478+468+4%$401.8K$421.2K+$19.4K2026-10-20
Kestra Advisory Services, LLC
NEW10,047—+10,047——$386.5K—2026-11-02
FSA Wealth Partners, Inc.
INCREASED9,3158,482+833+10%$328.8K$358.3K+$29.6K2026-10-26
Assetmark, Inc
DECREASED8,85310,080-1,227-12%$390.7K$340.6K-$50.1K2026-10-21
Bank of New York Mellon Corp
NEW6,818—+6,818——$262.3K—2026-11-05
Flagstar Securities, Inc
NEW5,250—+5,250——$202.0K—2026-10-15
Allworth Financial LP
UNCHANGED3,5773,57700%$138.6K$138.6K$02026-11-06
PNC Financial Services Group, Inc.
INCREASED3,2941,133+2,161+191%$43.9K$126.7K+$82.8K2026-11-06
Pinnacle Bancorp, Inc.
INCREASED3,2723,066+206+7%$118.8K$125.9K+$7.0K2026-10-21
Pioneer Family Office, LLC
UNCHANGED1,8961,89600%$73.5K$72.9K-$5502026-10-30
Signature Equity Partners, LLC
INCREASED1,69828+1,670+5964%$1.1K$65.3K+$64.2K2026-10-29
Signature Resources Capital Management, LLC
UNCHANGED46446400%$18.0K$17.9K-$1352026-10-16
Trust Co of Vermont
NEW396—+396——$15.2K—2026-10-21
IFP Advisors, Inc
DECREASED288301-13-4%$11.7K$11.1K-$5882026-10-16
Ascentis Independent Advisors
NEW74—+74——$2.8K—2026-11-03
Retirement Wealth Solutions LLC
NEW65—+65——$2.5K—2026-10-07
Harbor Investment Advisory, LLC
CLOSED01,624-1,624-100%$62.9K$0-$62.9K2026-10-13
Wellington Grp LLC
CLOSED0821-821-100%$28.9K$0-$28.9K2026-11-06
Golden State Wealth Management, LLC
CLOSED0658-658-100%$25.5K$0-$25.5K2026-11-02
Envestnet Asset Management Inc
N/A—13,231,884-13,231,884-100%$512.9M———
Envestnet Portfolio Solutions, Inc.
N/A—12,154,559-12,154,559-100%$471.1M———
Principal Securities, Inc.
N/A—756,249-756,249-100%$29.3M———
MML Investors Services, LLC
N/A—474,951-474,951-100%$18.4M———
Cetera Investment Advisers
N/A—247,724-247,724-100%$9.6M———
&partners
N/A—231,306-231,306-100%$9.1M———
Osaic Holdings, Inc.
N/A—214,856-214,856-100%$8.3M———
Resolute Wealth Advisor, Inc.
N/A—132,128-132,128-100%$4.7M———
Susquehanna International Group, LLP
N/A—53,615-53,615-100%$2.1M———
BFC Planning, Inc.
N/A—46,396-46,396-100%$1.8M———
World Investment Advisors
N/A—44,843-44,843-100%$1.6M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—38,047-38,047-100%$1.5M———
HRT Financial LP
N/A—22,925-22,925-100%$888.0K———
Mariner, LLC
N/A—18,439-18,439-100%$714.7K———
Founders Financial Alliance, LLC
N/A—18,349-18,349-100%$711.2K———
Jane Street Group, LLC
N/A—18,148-18,148-100%$703.4K———
Financial Sense Advisors, Inc.
N/A—18,029-18,029-100%$698.8K———
NewEdge Advisors, LLC
N/A—16,060-16,060-100%$622.5K———
QRG Capital Management, Inc.
N/A—5,689-5,689-100%$220.5K———
Morgan Stanley
N/A—4,239-4,239-100%$164.3K———
UBS Group AG
N/A—2,210-2,210-100%$85.7K———
Crews Bank & Trust
N/A—310-310-100%$12.0K———
Fiduciary Financial Advisors
N/A—205-205-100%$7.9K———
Showing 53 of 53 institutions